diff --git a/content/applications/services/timesheets.rst b/content/applications/services/timesheets.rst index 7036d92f82..89122abf74 100644 --- a/content/applications/services/timesheets.rst +++ b/content/applications/services/timesheets.rst @@ -14,4 +14,5 @@ Timesheets .. toctree:: :titlesonly: - timesheets/overview + timesheets/billing_rates + timesheets/time_off diff --git a/content/applications/services/timesheets/billing_rates.rst b/content/applications/services/timesheets/billing_rates.rst new file mode 100644 index 0000000000..1f940540ef --- /dev/null +++ b/content/applications/services/timesheets/billing_rates.rst @@ -0,0 +1,90 @@ +:show-content: + +======================================= +Timesheet billing rates and leaderboard +======================================= + +Odoo’s **Timesheets** app allows you to set personalized :ref:`billing rate targets ` +for employees. In addition to billing rate targets, a :ref:`leaderboard ` +can be enabled to motivate employees and gamify their experience. The leaderboard displays the +billable and total time logged by employees, and can be enhanced with +:ref:`motivational tips `. + +.. _timesheets/billing_rates/targets: + +Billing rate indicators +======================= + +Configuration +------------- + +To enable billing rate indicators, navigate to :menuselection:`Timesheets --> Configuration --> +Settings`, then enable :guilabel:`Billing Rate Indicators`, and click :guilabel:`Save`. + +To set up the targets, click :guilabel:`Set employee billable time targets`, access the employee +form that you wish to edit, navigate to the :guilabel:`Settings` tab, then encode the monthly +:guilabel:`Billing Time Target` in hours or days, depending on the :guilabel:`Encoding Method` +selected in the **Timesheets** :guilabel:`Settings`. + +.. note:: + Once the :guilabel:`Billing Rate Indicators` have been enabled, you can also set the employees' + :guilabel:`Monthly Billing Time Target` directly from the **Employees** app. + +Using the billing rate indicators +--------------------------------- + +Once enabled, the billing rate indicators are displayed in the upper right corner of the +:guilabel:`My Timesheets` menu in Kanban, grid, and list views for all users. The monthly amount of +time logged by the user is displayed in the following format: **logged billable time / billable time +target**. The percentage of completion of the billing rate target is also displayed, highlighted in +red if the user falls below the target and in green once the target is reached. + +Below the billing rate indicators, the total monthly amount of time logged by the user is also +displayed. + +.. image:: billing_rates/indicators.png + :alt: Billing rate indicators. + +.. _timesheets/billing_rates/leaderboard: + +Billing rate leaderboard +======================== + +Configuration +------------- + +After the :ref:`monthly billing time targets ` have been enabled, +Odoo offers the possibility of activating a **billing rate leaderboard** in order to motivate +employees and enhance workplace transparency. + +To enable the billing rate leaderboard, navigate to :menuselection:`Timesheets --> Configuration --> +Settings`, activate :guilabel:`Billing Rate Leaderboard`, then click :guilabel:`Save`. + +Using the billing rate leaderboard +---------------------------------- + +The billing rate leaderboard is then displayed in the upper right corner of the +:guilabel:`My Timesheets` view, next to the billing rate indicators. It displays the current top +three performers who have logged the highest percentage of their allocated billing hours. + +It also shows the amount of time logged by the signed-in user in the format: logged billable +time / billable time target, as well as the total time logged. + +Clicking on the area of the top three performers opens the leaderboard for all team members. Use the +drop-down menu in the upper left corner to switch between the :guilabel:`Billing Rate Leaderboard` +and the :guilabel:`Total Time Leaderboard`, which displays the total time logged by team members +across billable and internal projects. + +.. image:: billing_rates/leaderboard.png + :alt: Billing rate leaderboard. + +.. _timesheets/billing_rates/tips: + +Leaderboard tips +================ + +**Daily motivational tips**, displayed on the right side of the leaderboard, enhance the billing +rate and total time leaderboard. The tips are randomly selected and change daily. + +To create or edit existing tips, navigate to :menuselection:`Timesheets --> Configuration --> Tips`, +then click :guilabel:`New` or double-click a tip's text. diff --git a/content/applications/services/timesheets/billing_rates/indicators.png b/content/applications/services/timesheets/billing_rates/indicators.png new file mode 100644 index 0000000000..27ed83e38b Binary files /dev/null and b/content/applications/services/timesheets/billing_rates/indicators.png differ diff --git a/content/applications/services/timesheets/billing_rates/leaderboard.png b/content/applications/services/timesheets/billing_rates/leaderboard.png new file mode 100644 index 0000000000..192ef8ce53 Binary files /dev/null and b/content/applications/services/timesheets/billing_rates/leaderboard.png differ diff --git a/content/applications/services/timesheets/overview.rst b/content/applications/services/timesheets/overview.rst deleted file mode 100644 index fa2fea1d6e..0000000000 --- a/content/applications/services/timesheets/overview.rst +++ /dev/null @@ -1,10 +0,0 @@ -:nosearch: - -======== -Overview -======== - -.. toctree:: - :titlesonly: - - overview/time_off diff --git a/content/applications/services/timesheets/overview/time_off.rst b/content/applications/services/timesheets/time_off.rst similarity index 100% rename from content/applications/services/timesheets/overview/time_off.rst rename to content/applications/services/timesheets/time_off.rst diff --git a/content/applications/services/timesheets/overview/time_off/record_time_off.png b/content/applications/services/timesheets/time_off/record_time_off.png similarity index 100% rename from content/applications/services/timesheets/overview/time_off/record_time_off.png rename to content/applications/services/timesheets/time_off/record_time_off.png diff --git a/content/applications/services/timesheets/overview/time_off/time_off_request.png b/content/applications/services/timesheets/time_off/time_off_request.png similarity index 100% rename from content/applications/services/timesheets/overview/time_off/time_off_request.png rename to content/applications/services/timesheets/time_off/time_off_request.png diff --git a/content/applications/services/timesheets/overview/time_off/time_off_types.png b/content/applications/services/timesheets/time_off/time_off_types.png similarity index 100% rename from content/applications/services/timesheets/overview/time_off/time_off_types.png rename to content/applications/services/timesheets/time_off/time_off_types.png diff --git a/content/applications/services/timesheets/overview/time_off/timesheet_description.png b/content/applications/services/timesheets/time_off/timesheet_description.png similarity index 100% rename from content/applications/services/timesheets/overview/time_off/timesheet_description.png rename to content/applications/services/timesheets/time_off/timesheet_description.png diff --git a/content/applications/services/timesheets/overview/time_off/timesheets.png b/content/applications/services/timesheets/time_off/timesheets.png similarity index 100% rename from content/applications/services/timesheets/overview/time_off/timesheets.png rename to content/applications/services/timesheets/time_off/timesheets.png